U.S. Private Bank - Investment Specialist - Associate

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.

Morgan's U.S.

Private Bank.

If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.

Morgan is the place for you.

You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As an Investment Specialist in the U.S.

Private Bank, you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships.

Job Responsibilities


* Support investment reviews with clients to validate the clients' current investment objectives


* Prepare recommendations of appropriate investment products


* Assist with the development of investment policy statements and advice on asset allocation


* Build excellent working relationships with internal clients


* Support coordination of sales effort with Investors


* Adhere to internal and external policies and procedures regarding securities transactions and code of conduct

Required Qualifications, Capabilities, and Skills


* Bachelor's degree required


* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date


* Capital markets or institutional brokerage experience


* Ability to multi-task and manage priorities effectively


* Excellent communication skills


* Strong analytical, quantitative, and problem-solving skills

Preferred Qualifications, Capabilities, and Skills


* Coachable professional with good \"business sense\" and an energetic/dynamic personality


* Ability to work both independently and as a team player


* Ability to adapt to a rapidly changing business and technology environment


* Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet with the ability to learn proprietary software and databases

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Morgan and Chase brands.

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.

For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributi...